Western Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Western Wealth Management, LLC holds 1,998 shares of GRID stock, worth $236,243. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,998
Previous 1,994
0.2%
Holding current value
$236,243
Previous $208,000
9.62%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding GRID
# of Institutions
195Shares Held
4.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY465KShares$54.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$40.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC318KShares$37.7 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ271KShares$32.1 Million3.31% of portfolio
-
Wells Fargo & Company San Francisco, CA255KShares$30.1 Million0.01% of portfolio